IONE ROXAN FERNANDEZ

• Paid attention to detail while completing assignments.
• Gained strong leadership skills by managing projects from start to finish.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Gained extensive knowledge in data entry, analysis and reporting.

License Administrator -Reports to the SAVP of Agency Services and the Head of Sales. Among the responsibilities are:

• Serve as Insurance Commission's liaison officer, including document preparation and filing
• Insurance Commission ELS data maintenance for agents
• Monitoring of license issuance
• Responsible for managing renewal of agents' licenses and Company's license
• Serve as liaison between Insurance Institute for Asia and the Pacific and Insurance Commission
• In charge of releasing and monitoring clearance, as well as ensuring that all accountability has been addressed.

Benefits Administrator - accountable for creating & distributing Agency Force sales materials such as:

• Professional business card
• Agent identification card
• Employment certificate distribution
• Contract release and supervision.

Sales Support - Designs & creates sales reports such as:

• Monthly status of Agency Manpower.
• Report on validation of Agency Retention Standards
• Regulate licensing guidelines and procedures.
• In charge of issuing termination/notice letter to Sales Force.
• Provided compensation and benefits training to Sales force.

System Administrator - Administering the maintenance of agent's profile in the system. Task includes:

• Creating agent data and system structure
• Agent classification status
• Updating agents transfer history
• Coordinates with numerous agencies to ensure timely and accurate data and benefits for agents.
• Handles all maintenance and modification of agent contracts (old and new) user acceptance testing for new system's implementation (iPEAK).

Accreditation Account Officer - Maintain and monitor accreditation procedures. Task includes:

• Act as coordinator for new and renewal accreditation request
• Responsible for completion of accreditation requirements

LEVEL OF AUTHORITY:

1. Recommends and administers agent's promotion and demotion.

2. Investigates / documents complaints, reports, and recommends disciplinary action for Sales Force that violates house rules and company Code of Ethics.

3. Recommends system and procedural changes for improvement of both services and office operations.

• Oversee branch's operations, including branch cashiers/assistants, for efficiency and effectiveness.
• Ensures that requests for supplies, furniture, equipment, and other resources are explicit and authorized.
• Keep track of branch supplies and forms inventory to ensure proper replenishment and security.
• Handled administrative needs of branch cashiers and assistants.
• Part of Corporate Communication event organizing committee that handles logistical preparation and assists in execution of concepts and strategies.
• Managed customer deliveries and assisted with carrying out orders to promote maximum satisfaction

• Information management and dissemination.
• Provide program for professional development and career planning.
• Counseling and assistance, as well as administration of tests and assessments

• Act as Liaison Officer in processing agent's license to Insurance Commission.
• Administered licensing guidelines and procedures. Organizing and managing Agency Manpower is essential.
• Responsible for distributing Agency Force sales materials. Maintain status of agents in system (CAPSIL & AS400), such as classifying those that are temporary, active, and inactive.
• Administers maintenance of agency force's Agents 201 files and systems database.
• Part of Corporate Communication event organizing committee that handles logistical preparation and assists in execution of concepts and strategies.

• Facilitates and process over-the-counter, telephone, email and postage mail requests, as well as enquiries about policy status and benefits and send correspondences.
• Provide monthly report and strictly monitor request for cancellation and surrendered policies of clients.
• Process loan payment billing for policies of accredited government agencies.
• Monitors allocation of premium payments deducted from CV
• Provided attentive service and proactively assessed client needs

• Process employee benefits, services and other employee welfare programs statutory and Company initiated benefits) and prepares weekly report and welfare.
• Monitors status of clearance documents and handles issuance of quitclaim documents.
• Prepares notices of job appointments, personnel movement and salary adjustments.
• Assist Supervisor in implementation of government wage orders.
• Secures from respective department heads performance appraisal of staff and prepares relevant reports for review and approval of immediate superior.
• Prepare, process and handles Confidential (Officer to Managerial Level) & Regular payroll report, input at cut-off time based on timesheet processed on a daily basis. Encodes timekeeping data in time card module and monitors strict compliance to policies, procedures and guidelines pertaining to timekeeping policies.
• Handles and process daily time record of contractual employees, on-call nurses and student trainee allowances & prepares check request
• Organizes and manages new employee orientation schedules for timekeeping regulations and procedures for new hires.
• Filed paperwork, sorted, and delivered mail and maintained office organization.